KWM
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Kingsview Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Kingsview Wealth Management’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$170K Buy
23,333
+13,333
+133% +$105K ﹤0.01% 1274
2025
Q4 		$83.6K Hold
10,000
– – ﹤0.01% 1216
2025
Q3 		$82.8K Hold
10,000
– – ﹤0.01% 1181
2025
Q2 		$81.2K Sell
10,000
-160
-2% -$1.18K ﹤0.01% 1144
2025
Q1 		$74.3K Hold
10,160
– – ﹤0.01% 1072
2024
Q4 		$85.9K Buy
+10,160
New +$83.9K ﹤0.01% 1088

Other funds holding CLM

AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return

Kingsview Wealth Management's CLM Position: Q1 2026 in Review

Kingsview Wealth Management increased its Cornerstone Strategic Value Fund (CLM) stake by 133% in Q1 2026, buying an estimated $105K and bringing the position to 23,333 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Kingsview Wealth Management first reported a position in CLM in Q4 2024 and has held it in 6 quarters since. 138 funds tracked by Wall St. Rank hold CLM as of Q1 2026.

  • Kingsview Wealth Management held 23,333 shares of Cornerstone Strategic Value Fund worth $170K as of Q1 2026.
  • Kingsview Wealth Management bought 13,333 Cornerstone Strategic Value Fund shares in Q1 2026, an estimated $105K.
  • Cornerstone Strategic Value Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1274 holding.
  • Kingsview Wealth Management first reported a position in Cornerstone Strategic Value Fund in Q4 2024 and has held it in 6 quarters since.
  • 138 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.